In Uptick, you can manage, edit, and create various document templates for quotes, invoices, reports, and purchase orders. This guide provides a comprehensive overview of how to use standard templates, set defaults, and request or perform customizations.
Accessing and Managing Document Templates
All document templates are managed from the Control Panel.
Navigate to Control Panel > Document Templates.
This page lists all the document templates currently in your workspace. The "Type" column indicates what each template is used for (e.g.,
Quotefor Defect Quotes,service_quoting.servicequotefor Service Quotes,Invoice,Report).
Using Standard Templates from the Library
Uptick provides a library of pre-built templates that you can add to your system at no extra cost.
From the Document Templates page, click Choose From Library.
Select a template from the list on the left to preview it.
Click Use this template to add it to your workspace.
Standard quote templates offer different levels of detail: Each template serves a unique purpose: totals-only templates are ideal for providing a simplified pricing overview, while itemised templates ensure full transparency for customers who need detailed pricing information.
Itemised w/ Prices: Shows each product with its price and quantity.
Itemised w/ Qty: Shows products and prices but hides quantities.
Description/Totals only: Shows only the total price without a detailed breakdown.
Setting Default Templates
You can set a default template that will be automatically selected when creating new documents, such as quotes.
For Service Quotes:
Go to Control Panel > Service Quoting.
Select your preferred template from the Service Quote default template dropdown menu.
Click Save.
For Defect Quotes:
Go to Control Panel > Defect Quoting.
Select your preferred template from the Defect Quote default template dropdown menu.
Save your changes.
Even with a default set, you can still select a different template for an individual quote while it is in a draft status. If a customer requests a format change for an already created quote, you can revert the quote to draft status and switch its template. To do so, open the quote, set its status to 'Draft,' and use the Template drop-down menu in the editor to select a new template before finalizing and sending it.
Customising Templates
For more advanced customisations, you can edit the template's HTML directly or request changes from our Professional Services team.
Editing Template HTML (Advanced)
If you have experience with HTML, you can directly edit the template code.
Navigate to Control Panel > Document Templates.
Find the template you wish to edit and click on it to open the HTML editor.
Make your changes to the HTML code and click Save Template.
Note: We strongly advise that only users with advanced HTML knowledge make direct changes. Incorrect code can break the template. If you encounter issues, our team may need to revert it to a standard version or assist with a custom fix.
Adding Images and Logos
You can upload images, such as company logos or accreditations, to be used in your templates.
Go to Control Panel > Document Templates.
Scroll down to the Template Images section.
Upload your new images.
You can then reference these images within your template's HTML code to have them appear on your documents.
Requesting Custom Templates from Professional Services
For complex customizations or to create a new template from scratch, our Professional Services team can help. This is a paid service, and you will be provided with a quote before any work commences.
To request a quote for a custom template, email [email protected] with the following information:
Template Name/Link: The name of the template you want to modify or a description of the new template needed.
Requirements Outline: A clear, detailed description of all the changes you require.
PDF Mockup: A visual example (mockup) of how you want the final document to look. This is crucial for our team to understand the requirements and provide an accurate quote.
Once the request is received, our team will provide a quote for the work. The customization will begin after the quote is approved.
Creating a Reusable "Template" by Duplicating a Quote
For Service Quotes, if you frequently send out similar proposals, you can save time by creating a "template" quote that you can duplicate.
Create a service quote for a test client and property.
Add all the standard line items, descriptions, and pricing you want to reuse.
When you need to create a similar quote, find this "template" quote and click the Duplicate button.
In the pop-up, select the line items to include and click Duplicate Quote.
Update the newly created quote with the correct client and property details before sending.
To easily find and manage these template quotes, consider creating and applying a "Template" tag via Control Panel > Service Quoting.
FAQs
Q: Can I upload PDF templates directly to Uptick?
A: No, PDF templates need to be rebuilt within the system so that they auto-populate with relevant data. Submit your PDFs to the Professional Services team for evaluation and a quote for rebuilding.
Q: Where can I review existing templates?
A: You can find existing templates in the document template library. If none of these meet your needs, the Professional Services team can create a bespoke template for you.